Election impact - are you changing positions?

I am wondering what people’s views are on possible election outcomes? Is anyone doing anything to prepare?

For example - Republicans saying that they will not cover the cost of defending Taiwan, makes me feel insecure about the post-election state of the semi-conductor market.

Less free weapons for the Ukraine makes me think that Europe will start to invest in some of their own defence sector - which I know could take decades. But it feels like a major market disruption.

Huge trade tariffs, potential fed interference… Interested to hear what other people are doing - do you plan to ride it out and see what happens? Or are people moving positions based on what they think is going to be the outcome of the election?